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Reshoring & American Manufacturing

Reshoring brings production back to the country that consumes the output, driven by tariffs, subsidies, and the memory of broken supply chains. The first beneficiaries are the firms that build and equip the factories.

20 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Jacobs Solutions J $16.6B	688	+39	+6%	$14.9B
2	2 Fluor FLR $6.37B	292	-4	-1%	$2.05B
3	3 Comfort Systems FIX $54.3B	282	+30	+12%	$2.67B
4	4 Hurco Companies Inc HURC $134M	69	-1	-1%	$174M
5	5 First Trust RBA American Industrial Renaissance ETF AIRR $8.59B	57	+18	+46%	$153M
6	6 DELISTED SkyWater Technology SKYT	51	+51	–	$217M
7	7 iShares US Tech Independence Focused ETF IETC $699M	34	+4	+13%	$18.5M
8	8 Key Tronic KTCC $23.7M	27	+1	+4%	$30.7M
9	AMER 9 DELISTED Emles Made in America ETF AMER	2	0	0%	$4.71M
10	10 REalloys Inc ALOY $428M	–	–	–	–
11	11 Cemtrex CETX $3.12M	–	–	–	$1.52M
12	12 First Trust RBA Deglobalization ETF DGLO $3.46M	–	–	–	–
13	13 GlobalFoundries GFS $27.3B	–	–	–	–
14	GMAN 14 DELISTED Goldman Sachs Manufacturing Revolution ETF GMAN	–	–	–	–
15	15 iShares U.S. Manufacturing ETF MADE $56.2M	–	–	–	–
16	16 Aztlan North America Nearshoring Stock Selection ETF NRSH $32M	–	–	–	–
17	17 T1 Energy TE $869M	–	–	–	–
18	18 Unusual Machines UMAC $886M	–	–	–	–
19	19 USA Rare Earth Inc USAR $3.87B	–	–	–	–
20	20 Tema U.S. Manufacturing & Reshoring ETF WELD $264M	–	–	–	–